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Customer Portal
24/7 access to schedules, invoices, and service history.
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Quotes & Invoices
View, approve, and pay documents online.
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Online Booking
Customers book roll-offs and event rentals on your website and pay a deposit. Nothing is scheduled until you approve.
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Payment Processing
Secure online payments with flexible options.
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Inbox
Portal messages, text (SMS), and email in one inbox per customer, plus a Requests tab for everything customers ask for in the portal.
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E-Signatures
Sign contracts digitally with audit trails.
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Service Checklists
Standardized pumping and cleaning workflows.
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Venue Blueprinting
Pin inventory clusters on satellite maps, link to quotes, and send branded site plans.
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Email From Your Inbox
Send invoices, quotes, and sales email from your real address, with your real deliverability.

Run the field

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Job Schedules & Dispatch
Create jobs, dispatch routes, and manage recurring service.
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Route Optimization
Routes planned around tank capacity, disposal-site hours, and service windows.
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Mobile App
Offline-first workflows for field operations.
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Unit Pins
Every unit's exact spot on the site map. Drivers move pins from the field.
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Services Hub
Service requests, checklists, and proof-of-work logs for every job.
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Team Chat
Channels and direct messages for drivers, dispatch, and the office.
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Walkie-Talkie
Push-to-talk inside the PortaPro app, on the channels your crew already uses, with searchable transcripts.
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1:1 calls and channel huddles for your crew, plus meetings customers join from a browser.

Control the business

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Equipment Inventory
Availability by date, so a weekend booking shows before the weekend.
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Event & Tent Rentals
Kits, tents booked by size, pull sheets, scan-back check-in, and charges for what comes back missing.
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Event Layouts
Tents and tables to scale on the venue or its floor plan, seating charts from the guest list, and a share link for comments and approval.
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28 Day Invoicing
Bill every site automatically on the industry-standard 28-day cycle, with duplicate prevention built in.
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Bookkeeping & Billing
Quotes, invoices, expenses and receipts, bank reconciliation, and QuickBooks, Xero and FreshBooks sync.
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Customer Accounts
Profiles, sites and locations, contacts, and history.
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Leads & Deals
The CRM built into PortaPro.
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Temporary Fencing
Draw the fence on the satellite map or type the feet: panels, gates, stands, clamps and sandbags counted for you, screen priced by the foot.
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Generators & Power
Hour meter and fuel readings from the driver app, runtime past the included hours and fuel billed from them, and refuels and service planned from the readings.
Roll-Off Rentals
Live ledger for every container on the ground, overage and landfill disposal billed from the weight ticket, and dumpster requests from the customer portal.
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Fleet Management
Maintenance, compliance, inspections, and vehicle tracking.
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GPS Tracking
Plug-in trackers for the trucks, battery tags for the units, and an alert when a unit leaves its pin.
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Business Phone
A real business line with an IVR, ring groups, voicemail, and recording. Click to dial, ring your cell, and every call logs itself on the customer.
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Team Management
Roles, the time clock, and the credentials about to expire.
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Hiring
A careers page, an application built for CDL drivers, and a Hire button that turns the applicant into a team member.
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Payroll Export
Approved hours for every pay period, overtime sorted, in one file for your payroll or straight into QuickBooks Online.
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Reporting & Analytics
Gallons by disposal site, overdue sites, and reports on your billing cycle.
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Septic Service
The tank on the customer's record, pump-out dates predicted, and every septic report form, from pumping to real estate transfer, shipped and attached to the job.
Also in PortaPro:QuickBooks Sync,Xero Sync,FreshBooks Sync,Claude & ChatGPT,Equipment Scanning,Shared Truck Devices,Consumables,Marketing Tools,Automated Review Requests,Septic Reminders,Celebrations,Help & Support

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ROI Calculator
Estimate time, labor, fuel, and cost savings with PortaPro.
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Route Efficiency Simulator
See how optimized routing can increase weekly service stops.
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Dumpster Weight Calculator
Estimate debris weight and the roll-off size it needs.

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Guides, documentation, and step-by-step setup resources.
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Our Promise
Why we refuse to let software get worse over time.

GPS Asset & Vehicle Tracking

How GPS tracking works
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Unit tracking device
A sealed battery tag inside the unit. It reports when the unit moves, and the battery lasts five to seven years.
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Vehicle tracker
Plugs into the truck's OBD-II port. Live location, plus odometer and fuel on supported trucks.

Solutions

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In the Field
A service day from the yard to the invoice, and where each job goes wrong.
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Portable toilet operators
Same-day missed stops, proof for every stop, and rate card invoices.
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Septic operators
Pump-outs predicted from the tank, and the county's own forms filled from the job.
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Grease trap service
Each trap on its own cadence, and the FOG 25% rule measured.
Roll-off haulers
Days past term, tons over the allowance, and landfill fees on one final invoice.
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Tent and party rentals
A tent booked by size, packages as one line, every chair checked in.
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Event and festival operators
A site plan on the quote, and a weekend priced as a weekend.
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Municipal contracts
Invoices before the period with the PO printed, and a record of every park visit.
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Multi-location operators
Several yards, service territories, divisions, and roles in one account.
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homeHelp Centerchevron_rightVideoschevron_rightFriday's route: a pump truck's day, start to finish
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Friday's route: a pump truck's day, start to finish

The office plans Friday's routes the afternoon before, dispatch moves a stop when the day runs long, and the driver's phone handles every pump-out and dump. Then next week is planned, and the last part shows the settings behind it all.

5:38 · Route Plan, Jobs & Dispatch, Fleet · Running the day

Chapters

Transcript

Big Bertha carries three thousand gallons. On Friday she'll pump eleven stops, make three trips to a treatment plant, and finish at four twenty-two. This is how that day gets planned, run and closed. It starts the afternoon before. Route Plan shows the week, a tile for each day, with its jobs and how much of your trucks' time they fill. Pick Friday, and it checks the day before it builds anything: who's driving, whether every job has a location, and where the trucks start. Press Plan day. In a few seconds every job has a driver, every stop has an arrival time, and each route is in the order with the least driving, on real roads. Then it shows how it built them. Time on site comes from your own crews' finished stops, so every stop is timed the way your crews really work. And it knows every truck's tank. A portable stop adds twelve gallons a unit. A septic pump-out adds the size of that tank. Before a truck would pass eighty-five percent, it puts in a dump stop, at a site that takes pumped waste and is open when the truck arrives. Jason gets Big Bertha, twelve stops and all three dumps. Steven gets fourteen stops, with less than two hours of driving. When it looks right, Push to drivers. Twenty-six stops go to two phones, and the plan reads Dispatched. Friday morning, the same routes are on the dispatch board. One lane for each driver, in the order they'll drive. Plans change. Jason's day runs long, so dispatch drags his last pump-out to Steven. It lands in Steven's lane, and on Steven's route on his phone. On the dispatch map, every truck and every stop. Open Jason, and his panel shows Big Bertha's tank right now, the gallons still to pump today, and his stops in order. Jason opens his phone to the same route. Eleven jobs, a lunch break and three dumps, in order, each with a planned time. At each stop he taps En Route, then Arrived, then Complete job. He marks the service done, and the stop turns done, on his phone and in the office. By eleven he's done six portable stops. Each restroom he services adds twelve gallons to the tank. At the Nguyens', a thousand-gallon septic tank. He pumps it and logs nine hundred forty gallons on the report. In Fleet, Big Bertha's tank reads one thousand one hundred sixty-eight gallons, with the stops that filled it. The gallons a driver logs count first. Without them, it uses the tank size on file. At noon the tank is only thirty-nine percent full. But the next stop is a fifteen-hundred-gallon tank, which would take it past eighty-five, so after lunch the route goes to the plant first. Start Pump-Out opens the dump with the City of Elyria plant already picked, and directions one tap away. If he needs a different site, the Disposal tab lists only the ones that take what a pump truck carries, with today's hours and the price per gallon. At the plant he enters the gallons and the ticket number. This plant asks for a photo of the ticket, so the dump can't be completed until the photo is attached. Done. The tank resets to zero, the dump stop closes itself on his route, and the load is saved to the truck with a manifest number. The afternoon runs the same way. Two more septic tanks, two thousand three hundred eighty gallons, and a second trip to Elyria. His last stop isn't a customer. It's the French Creek plant, with two thousand three hundred ninety gallons on board. Only when that dump is done does the app ask for his post-trip inspection. Every stop and every dump, done by four twenty-two. In the office, Big Bertha's record shows today's three dumps: five thousand nine hundred forty gallons, each with its site, its time and its manifest. Before the trucks are back in the yard, the office plans next week. Optimize Week builds Monday through Friday in one pass, and opens Monday's routes. Everything in this film runs on a few settings. Each truck's tank size and working hours, on the truck. Who drives which truck, day by day, in Vehicle Assignments. Every dump site, with what it takes, its hours and its price. And two switches on each one: whether the driver must photograph the ticket, and whether dispatch must approve the dump first. In Routing settings: the point to add a dump stop, eighty-five percent unless you change it, the gallons for each portable unit, and the lunch window. Cost rates put a dollar figure on every plan. Friday's routes came to an estimated seven hundred thirty-two dollars, over a hundred sixty-three miles. And service territories set the days a truck works an area. Southwest Wellington and Grafton runs Tuesdays and Fridays. On a weekly rate card you pick the service day, and the days that site's territory runs are marked, found from its ZIP code. Fewer miles. Dumps planned before the tank fills. And drivers who always know what's next.

More in Running the day

  • Handling missed stopsFind the stops that didn't happen and put them back on a driver's day in one click.0:56arrow_forward
  • Planning a day's routesBuild every driver's route for a day in one click: who gets which stops, in what order, and when they'll arrive.1:05arrow_forward
  • Scheduling a deliveryBook a delivery with the job wizard: customer, dates, site, driver, equipment and price. The pickup is booked with it.1:05arrow_forward
  • Team ChatChannels and direct messages for your crew, with calls, huddles and the push-to-talk radio built in.0:53arrow_forward

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